SRS Investment Management, LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings29 positions
AVIS BUDGET GROUP | 18.4M | $1.4B | 21.3% | $32.26 | +129.38% | 10 qtrssince 2019-Q1 | Unchanged 0 |
ZILLOW GROUP INC - C | 7.3M | $892.8M | 13.2% | $38.52 | +222.47% | 10 qtrssince 2019-Q1 | Unchanged 0 |
NETFLIX INC | 1.5M | $776.4M | 11.5% | $34.19 | +54.50% | 10 qtrssince 2019-Q1 | Decreased 0 |
PLANET FITNESS INC - CL A | 7M | $530.4M | 7.9% | $59.79 | +25.86% | 7 qtrssince 2019-Q4 | Unchanged 0 |
MGM RESORTS INTERNATIONAL | 11.4M | $485.2M | 7.2% | $32.30 | +30.56% | 6 qtrssince 2020-Q1 | Increased 66 |
TWITTER INC | 7M | $479.8M | 7.1% | — | — | 5 qtrssince 2020-Q2 | Unchanged 0 |
DYNATRACE INC | 6.1M | $354.4M | 5.3% | $42.12 | +43.89% | 4 qtrssince 2020-Q3 | Unchanged 0 |
FIVERR INTL LTD | 909,374 | $220.5M | 3.3% | $155.52 | +62.13% | 4 qtrssince 2020-Q3 | Increased 61 |
BOOKING HOLDINGS INC | 100,000 | $218.8M | 3.2% | — | — | — | New — |
UBER TECHNOLOGIES INC | 3.4M | $172.4M | 2.6% | $50.76 | +40.88% | 1 qtr | New 80 |
O'REILLY AUTOMOTIVE INC | 235,675 | $133.4M | 2.0% | $22.15 | +70.01% | 6 qtrssince 2020-Q1 | Unchanged 0 |
MONGODB INC | 329,629 | $119.2M | 1.8% | $359.04 | +0.69% | 3 qtrssince 2020-Q4 | Decreased 0 |
UPWORK INC | 2M | $117.4M | 1.7% | $39.84 | +48.73% | 3 qtrssince 2020-Q4 | Decreased 0 |
UNDER ARMOUR INC-CLASS A | 5.2M | $111M | 1.6% | $20.80 | +1.28% | 3 qtrssince 2020-Q4 | Unchanged 0 |
DATADOG INC - CLASS A | 1.1M | $110.1M | 1.6% | $77.37 | +38.55% | 2 qtrssince 2021-Q1 | Unchanged 0 |
TWITTER INC | 1.5M | $103.2M | 1.5% | — | — | — | New — |
UNDER ARMOUR INC-CLASS C | 5.4M | $100M | 1.5% | $17.90 | +3.58% | 2 qtrssince 2021-Q1 | Unchanged 0 |
COMCAST CORP-CLASS A | 1.7M | $95M | 1.4% | $27.19 | +63.71% | 10 qtrssince 2019-Q1 | Unchanged 0 |
SNOWFLAKE INC-CLASS A | 384,006 | $92.9M | 1.4% | $245.80 | 0.00% | 1 qtr | New 69 |
ANAPLAN INC | 1.4M | $73.2M | 1.1% | — | — | 6 qtrssince 2020-Q1 | Unchanged 0 |
SRS Investment Management, LLC manages $6.7B across 29 positions as of Q2 2021. Top holdings: CAR (21.3%), Z (13.2%), NFLX (11.5%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Active quarter - 5 new positions, 10 exits, 2 increased. Top move: UBER (NEW, conviction 80). Portfolio: $6.7B across 29 positions.
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Portfolio allocation by GICS sector
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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